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HomeMy WebLinkAboutStaff Report 3.B 07/06/2015Agenda Item #3.B SUBJECT: Resolution to Receive and File the City Treasurer's Quarterly Report Dated March 31, 2015. RECOMMENDATION It is recommended that the City Council adopt the attached resolution to receive and file the City Treasurer's Quarterly Report dated March 31, 2015. BACKGROUND Pursuant to the City's Investment Policy and Government Code, the City Council annually delegates authority to the City Treasurer to invest or reinvest City funds. The City Council approved the City of Petaluma Investment Policy on July 7, 2014 which delegated investment authority to the City Treasurer for the Fiscal Year 2014 -15. The City Treasurer is required to provide a quarterly investment report to the Council that includes the status of the investment portfolio. The attached reports outline the current investments, the weighted average and yields of pooled investments, investments managed by Public Financial Management (PFM), and earnings received by investments in the Local Agency Investment Fund (LAIF). The reports also include the Treasurer's certification of adequate cash flow. This is the third quarterly report for Fiscal Year 2014 -2015. DISCUSSION It is the policy of the City of Petaluma to manage public funds in a manner consistent with the laws of the State of California pertaining to the investment of public funds. Three primary goals of the City are to safeguard the principal of funds under its control; meet the City's daily cash flow requirements; and achieve a reasonable rate of return with the maximum amount of security possible. The attached City Treasurer's Quarterly Report contains information on the City's cash activity and ending balances in all City accounts. Each report also: Summarizes total beginning balances of all cash and investments, and total quarterly activity and ending balances. • Provides quarterly activity and ending balances in the City's cash equivalent accounts and information about trustee account activities and ending balances. • Provides information on investment portfolio activity, security type, maturity and value, and book and fair value. • Compares the City's quarterly investment earnings with the City's benchmark. The City's benchmark for investment earnings is the Merrill Lynch 1 -3 year US Treasury index as provided by Bloomberg Financial Markets. That rate was .70% for the last six months. The City's annualized return outperformed the Index by .02% coming in at .72% for the last six months. The Treasurer's report also calls for the listing of all inter -fund loans currently in place. They are listed below: Pursuant to Resolution No. 2013 -013 N.C.S., the City Council approved an inter -fund loan not -to- exceed amount of $544,000 from Community Facilities Impact Fee to fund the energy efficiency improvements at the Swim Center, Cavanaugh Center, Airport, Senior Center, Corporation Yard and Fire Stations 1, 2 and 3. The loan will be paid back upon receipt of reimbursement from PG &E, through the On -Bill Financing Program. The loan balance at March 31, 2015 was $521,743. Pursuant to Resolution No. 2011 -091 N.C.S., the City Council approved an inter -fund loan not -to- exceed amount of $600,000 from the Risk Management Fund to the Payran UST Site Remediation Project. The loan is to be paid back in full within 5 years of the initial transfer. The loan balance at March 31, 2015 was $20,355. Pursuant to Resolution No. 2012 -105 N.C.S., the City Council approved an inter -fund loan from Storm Drainage Impact Fee to Storm Water Utility not -to- exceed amount of $800,000. This loan is to be paid back in full within 12 years. The loan balance at March 31, 2015 was $690,230. FINANCIAL IMPACTS The balance of cash and investments as of March 31, 2015 was $157.4 million. This is up $36.5 million from the balance at the end of December, 2014. The increase is due to receipt of Bond proceeds in trustee escrow accounts related to the Refunding of the 2003 and 2005 Tax Allocation Bonds. The net investment earnings during the quarter ending March 31, 2015 were $89,360. The required action is to receive and file the City Treasurer's Quarterly Report. ATTACHMENTS 1. Resolution 2. City Treasurer's Quarterly Report dated March 31, 2015 ATTACHMENT 1 RESOLUTION TO RECEIVE AND FILE THE CITY TREASURER'S QUARTERLY REPORT DATED MARCH 31, 2015 WHEREAS, the City Investment policy requires the City Treasurer to provide a quarterly investment report to the Council for compliance with the adopted City Investment Policy. NOW, THEREFORE BE IT RESOLVED that the City Council has received the City Treasurer's Quarterly Report dated March 31, 2015 and directs the City Clerk to file the report. City of Petaluma Quarterly Investment Report January 1 to March 31, 2015 rk��l ai M"M GIV ATTACHMENT 2 This report is presented in accordance with the City's investment policy and the California Government Code, The policy and Government Code requires the Treasurer to certify that sufficient cash flow is available for the next six months to meet the expected demand or provide an explanation as to why sufficient cash may not be available. The attached report outlines the current investments, weighted average and yields of pooled investments. The month end account statement of assets managed by Public Financial Management, LLC (PFM), the Local Agency Investment Funds (LAIF) quarterly statement, and the City's performance summary of portfolio investments as compared to applicable benchmarks are included, The report also includes the Treasurer's certification of adequate cash flow. We respectfully submit the quarterly investment report for the quarter ending March 31, 2015 4 CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending March 31, 2015 Cash activity for the fiscal year: Cash and Investments, Beginning of the quarter, 12 /31/2014 $ 120,857,760 Cash Receipts 80,427,851 Cash Disbursements (43,920,733) Cash and Investments, End of the Quarter, 3/31/2015 $ 157,364,879 Cash and Investment Portfolio at March 31, 2015 Investments Managed by City Treasurer: Assessment Districts Bonds Local Agency Investment Funds (LAIF) CAMP Pool (CA Asset Management Prog) PFM Investments Securities ** Certificate of Deposits Checking Accounts Percent Fair Market Par Value of Value* (Cost) Portfolio 494,652 494,652 0.31% 44,619,735 44,631,224 28.36% 30,052,302 30,052,302 19.10% 24,134,922 24,300,263 15.44% 250,000 250,000 0.16% 5,830,775 5,830,775 3.71% Subtotal 105,382,386 105,559,216 67.08% Investments Managed by Fiscal Agents: CAMP Debt Issue Accounts Trustee Money Market Accounts Subtotal Total Cash and Investments 1,090,645 1,090,645 0,69% 50,715,017 50,715,017 32.23% 51,805,663 51,805,663 32.92% 157,188,048 157,364,879 100.00% I certify that this report contains the total amounts of cash and investments at March 31, 2015 The investments are in conformity with the Investment Policy. A copy of the Investment Policy is available for review in the Finance Department. The City Treasurer's cash management program provides sufficient liquidity to meet expenditure requirements for the next six months. We respectfully submit the quarterly investment report e • e Marc 015 William Mushallo, Finance Director - *Fair market values are furnished by the State of California, Local Agency Investment Fund and California Asset Management Program. ** See detail attached CITY OF PEITALIINIA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending March 31, 2015 Investments Managed by Cite Treasurer., Assessment District Bond (AD) 2000 -01 Sub -Total Assessment Districts Bond (AD) Accounts LAW LAIF accrued interest Sub -Total LAIF CAMP Pool- Treasurer's Investment Money Market Sub -Total CAMP Pool Managed Account Federal Agency Bonds/Discount Notes Fed Agency accrued interest US Treasury Bonds/Notes US Treasury accrued interest Corporate Notes Corporate Notes accrued interest Certificate ofDeposit Certificate ofDeposit accrued interest Sub -Total PFM Securities Managed Account ** Certificate of Deposits: Circle Bank Sub -Total Certificate of Deposits Checking Accounts: Exchange - General Operating Exchange Payroll Thomas Lee Charity Trust Police Trust Sub -Total Checking Accounts Total Cash and Investments Managed by the City Treasurer Investments Managed by Trustees EIscal Agents; CAMP AD 23, 24, 25 Accounts Money Market CAMP- 2003 COP, 2007 TAB, 2011 TAB Sub -Total CA&IP -Debt Issue Accounts ** Bank ofNew York US Bank First American Treas Sub -Total Trustees Money Market Account Total Cash and Investments Managed by Fiscal Agents TOTAL CASH AND INMLSTM>;NTS #• See detail attached 494,651,74 494,651.74 494,651.74 - 494,651.74 44,574,058.95 28,560.91 44,602,619.86 28,560.91 28,604.11 (28,560.91) 28,604.11 44,602,619.86 57,165,02 (28,560.91) 44,631,223.97 27,262,018.37 9,367,546.36 (6,577,262.78) 30,052,301.95 27,262 018.37 9,367,546,36 (6,577,262.78) 30,052,301.95 4,751,641.95 1,692,563.88 (2,406,213.08) 4,037,992.75 12,059.30 9,487.84 (18,970.53) 2,576.61 16,609,921.12 4,861,681.67 (3,433,563.91) 18,038,038.88 23,363.31 63,598.01 (40,923.28) 46,038.04 2,632,243.60 24,852,907.40 (459,244.80) 2,172,998.80 6,927.60 5,260.62 (9,570.00) 2,618.22 24,036,156,88 6,632,592.02 (6,368,485,60) 24,300,263,30 Subtotal 96,395,446.85 16,057,303,40 (12,974,309,29) 99,478,440,96 250,000.00 157.58 (157.58) 250,000.00 250,000.00 157.58 (157.58) 250,000,00 9,597,224.85 20,330,221.03 (24,209,463.30) 5,717,982.58 26,366.01 4,495,377.46 (4,513,657.81) 8,085.66 2,067.38 2,067.38 78 306.10 27,308.91 (2,975.58) 102,639.43 9,703,964.34 24,852,907.40 (28,726,096.69) 5,830,775.05 106,349,411.19 40,910,368.38 (41,700,563,56) 105,559,216.01 428,278.13 68.60 428,346.73 662,192.63 106.07 662,298.70 1,090,470.76 174.67 1,090,645,43 2,246,500.00 2,246,500,00 11171378.49 39,517,308,02 (2,220,169.38) 48,468,517.13 13,417,878.49 39,517,308,02 (2,220,169.38) 50,715,017.13 14,508,349,25 39,517,482,69 (2,220,169,38) 51,805,662,56 120,857,760,44 80,427,851.07 (43,920,732,94) 157,364,878,57 Accrued interest (79,836.98) General Ledger 157,285,041.59 I ccar a CC3 C� C� rN V e-1 N � ., 00 M Ff3 � r 1 MA �o U +'d'M � O bA O x4 a -H, N M c � O O O O a U 4M 3 � N P Q M � N� U m CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending March 31, 2015 Cost vs. Fair Market Value Unrealized Cost FV Gain /(Loss) US Treasury Bond/Note 18,038,038.88 Federal Agency Bond /Discount Note 4,037,992.75 Corporate Note 2,172,998.80 Certificate of Deposit 17,905,52170 (132,515.18) 4,048,407.99 10,415.24 2,180,990.31 7,991.51 Sub -Total PFM Treasurer's Invest, Securities 24,249,030.43 24,134,922.00 (114,108.43) CAMP Pool Money Market Fund 30,052,301.95 30,052,301.95 Sub -Total CAMP Treasurer's Investments 54,301,332.38 54,187,223.95 (114,108.43) Accrued Interest 51,232.87 CAMP Total Investment Managed Securities Held 54,238,456.82 CAMP Debt Issue Managed Accounts 1,090,645.43 1,090,645.43 PFM CAMP Total Treasurer's Investments ** 55,391,977.81 55,277,869.38 (114,108.43) LAIF LAIF amortized cost rate ** See detail attached 44,602,619.86 44,619,735.15 17,115.29 1.0003 83 7283 8 of Petaluma Performance Summaries Past Quarter 0.52% 0.52% Past 6 Months 0.72% 0.70 %0 - Past Year 1.04% 1,00% Past 3 Years 0.73% 0.67 % . .. Past 5 Years . 1.07 % 0,89% Effective Duration 1,85 years 1.79 years Yield on Cost 0.75% 0,53% .. Notes; 1, Merrill Lynch Indices provided by Bloomberg Financial Markets. 2. CAMP Cash Reserve Pool holdings excluded from performance, yield and duration calculations. 3. Performance numbers for periods greater than one year are presented on an annualized basis. 4. The City's Treasury benchmark was the Merrill Lynch 1 -3 Year Index from inception to 6/30/12, Then the benchmark switched to the Merrill Lynch 1 Year Treasury Index, On 6/30/11 the benchmark returned to the Merrill Lynch 1 -3 Year Treasury Index. S. Inception date is 12/31/01. d